Dallis Goodson is a CFP® with 12 years of industry experience, currently serving at Moors & Cabot, Inc. since 2025. Prior to this, he held roles at Citizens Securities Inc., Clarfeld Financial Advisors, LLC, and Citizens Bank. Goodson is actively involved in community and nonprofit organizations, serving as Chair of the Finance Sub-Committee for the RI Trucking Association, Treasurer for Community Care Alliance, and a Planning Committee Member for the Estate Planning Council of Rhode Island. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services utilizing a range of investment strategies and third-party sub-advisors.

Max Winthrop is a financial advisor with 14 years of industry experience, currently affiliated with Winthrop Wealth in Boston, MA. He has held roles at Winthrop Advisory Group LLC since 2017 and previously worked at LPL Financial for ten years. Winthrop is a Series 65 and Series 63 license holder. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudence-based investment approach and integrates in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Noel Blair is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA, with four years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients, including Taft-Hartley pension plans, mutual funds, and financial intermediaries. The firm utilizes a research-driven, primarily bottom-up investment approach overseen by investment policy committees and offers various strategies with ESG, SRI, and tax-sensitive options available.

Justin Oates is a CFP® professional with six years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. He has been with the firm since 2011. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions, with a focus on diversification and client-specific constraints. The firm combines high account minimums with estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Robert Kane is a CFP® professional with nine years of experience in financial advising. He has been with Northeast Investment Management, Inc. since 2013. Based in Boston, MA, he operates within a firm that serves high-net-worth individuals and institutions. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services primarily to clients with account minimums of $3 million. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed oversight procedures.

Christopher Lagan is a CFA® charterholder with 15 years of industry experience and has been with Congress Asset Management Company, LLP since 1993. He serves as a director of Congress Wealth Management, an investment-related business affiliated with his firm. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to institutional and individual clients, including Taft-Hartley pension plans and mutual funds. The firm employs a research-driven, primarily bottom-up investment approach with a focus on growth equity and diversified fixed-income strategies.

Kevin Carroll is a financial advisor at Waverly Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Lightspeed Financial Services Group LLC, Atreyu Trading, and O'neil Securities, Incorporated. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.

Jennifer Yousif is a financial advisor at Reynders, McVeigh Capital Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at Adviser Investments and Southern New Hampshire University. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria, tailoring portfolios to client objectives while managing a registered mutual fund and offering impact investment options on an opt-in basis.

Ryan Mcquilkin is a CFP® and CFA® with 11 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2021 and previously spent seven years at Boston Private Wealth LLC. Mcquilkin is based in Lynnfield, MA. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and family offices. The firm employs a team-based, customized investment approach utilizing internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Rafael Svelti is a CFP®-certified financial advisor with 16 years of industry experience. He currently works at SVB Wealth in Boston, MA, where he has been since 2025. His prior experience includes roles at Commonwealth Financial Network, JPMorgan Securities LLC, and Citizens Securities, Inc. SVB Wealth serves a broad client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, employing a disciplined investment process with oversight from an Investment Committee and maintaining affiliations with First-Citizens Bank and related entities.

Bakhtiar Hussaini is a financial advisor at Santander Securities LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, with prior experience at Bank of America and Merrill. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships, offering investment advisory services, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary investment managers and providing ongoing compliance oversight and optional tax and ESG overlays.

Jason Bugg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Santander Bank, NA since 2018 and has been with Santander Securities since 2016. Outside of his advisory role, he is the sole owner of Atlas Intelligence, LLC, a company specializing in adverse media monitoring and investigative research. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Christopher Fraine is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Santander Securities since 2017 and previously at VOYA Financial Advisors. Outside of his advisory work, he serves as an Intelligence Operations Officer in the Air National Guard and is a director of Pyramid Cards, an advertising game created by his family. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm primarily works with retail investors and provides investment management through third-party discretionary managers on platforms such as the FMAX wrap-fee program.

Brian Guild is a financial advisor at Congress Asset Management Company, Llp with 10 years of industry experience. He holds a Series 65 designation and has been with Congress Wealth Management, LLC since 2010 and Congress Asset Management, Llp since 2008. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

Terrence Tedeschi Jr. is a financial advisor at RWA Wealth Partners with nine years of industry experience. He holds a Series 65 credential and has worked within various divisions of RWA Wealth Partners since 2016. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, integrated tax planning, and retirement plan advisory services, utilizing a strategic asset allocation approach combined with an open-architecture investment platform.

Matthew Johnson is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Welch & Forbes LLC since 2025. Prior to joining Welch & Forbes, he worked for nine years at BlackRock Investments, LLC. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, and also serves pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a team-driven investment process focused on bottom-up fundamental security selection and offers a range of services including personal trust and fiduciary services, estate administration, and tax preparation.

Daniel Carlson is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 license and bringing 24 years of industry experience. He has worked at John Hancock Distributors LLC since 2018 and previously spent two years at Sii. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses technology-driven models and third-party software to deliver generally framed written recommendations, supporting both non-high-net-worth and high-net-worth clients.

Michael Paluch is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at MFS Investment Management and Beauport Financial Services. Outside of his advisory role, he is a partner and Chief Operating Officer at Beauport Financial Services. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

E. Elie is a CFA® charterholder based in Boston, MA, with 15 years of industry experience. He has been with Congress Asset Management Company, LLP since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies, managing approximately $14.2 billion in assets.

James Murphy is a CFP® professional with six years of industry experience. He has worked at Northeast Investment Management, Inc. since 2019 and previously held roles at BNY Mellon, N.A. and Choate Hall & Stewart LLP. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions. The firm combines portfolio management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed trade oversight.